Suburban dominance grows amid evolving CRE market
CRE prices have rallied, yet the urban-suburban divide has grown. This week’s chart looks at the widening gap throughout the pandemic.
For core fixed income, a difficult run gets worse
Long-duration fixed income has had a tough start to the year. This week’s chart looks at its declining monthly returns as rates have risen.
The 60/40 starts 2022 in the red
This week’s chart looks at the monthly returns on the 60/40 portfolio, which declined in January and faces a murky outlook in 2022.
Rate volatility returns in a big way, joining stocks
Short rates saw their largest jump in more than year. Our chart focuses on elevated rate volatility this year as equity markets also remain choppy.
Investment grade bonds vulnerable as rates rise
As rising rates have wreaked havoc across markets this year, our chart focuses on the widening duration gap between IG and HY bonds.
A sharp rotation toward value as rates rise
Value dominates early 2022 as rates rise. Our chart looks at value’s relative outperformance and why flexibility may be key this year.
